Position in IEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,312
+$711 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#616
of 677 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $9,592,125 across 32 Specialty Industrial Machinery names. IEX ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,579 | $3,029,963 | |
| 2 | ETN |
Eaton Corp plc
|
3,887 | $1,656,328 | |
| 3 | CMI |
Cummins Inc
|
1,249 | $890,799 | |
| 4 | DOV |
DOVER Corp
|
2,884 | $646,823 | |
| 5 | PNR |
PENTAIR plc
|
7,953 | $609,676 | |
| 6 | PH |
Parker-Hannifin Corp
|
460 | $449,935 | |
| 7 | GRC |
Gorman Rupp Co
|
4,509 | $413,655 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,430 | $386,772 |
All Filings in IEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,312 | 19 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,601 | 19 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,380 | 19 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,092 | 19 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,335 | 19 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,238 | 40 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,371 | 40 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,580 | 40 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,048 | 40 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,760 | 40 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,684 | 40 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $8,320 | 40 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,610 | 40 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,241 | 40 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $9,133 | 40 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $7,994 | 40 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,265 | 40 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $7,669 | 40 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $9,452 | 40 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $8,278 | 40 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $8,802 | 40 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $8,372 | 40 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $7,968 | 40 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $7,296 | 40 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $6,321 | 40 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||